Insider Trading March 13, 2026

Fox Corp COO Nallen Sells $26.5M in Class A Stock, Exercises 459K Options Under 10b5-1 Plan

Transactions executed March 11-12; stock trades below transaction prices while company posts EPS beat and announces community initiative

By Hana Yamamoto FOX FOXA
Fox Corp COO Nallen Sells $26.5M in Class A Stock, Exercises 459K Options Under 10b5-1 Plan
FOX FOXA

John Nallen, President and Chief Operating Officer of Fox Corporation, disposed of $26.5 million in Class A Common Stock across multiple trades on March 11 and 12, 2026, while simultaneously exercising options to acquire 459,115 shares. The sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted December 2, 2025. Fox reported an EPS beat for FY26 Q2 and disclosed participation in an investor conference and a government-matched children's savings initiative.

Key Points

  • John Nallen sold $26.5 million in Fox Corp Class A Common Stock across multiple transactions on March 11-12, 2026, at prices between $57.67 and $58.32 per share - impact: Media sector, equities markets.
  • Nallen simultaneously exercised options to acquire 459,115 shares at $36.00 and $40.26 for a combined value of $17,756,511; transactions executed under a Rule 10b5-1 plan adopted December 2, 2025 - impact: Corporate governance and executive compensation considerations.
  • Fox reported FY26 Q2 EPS of $0.82, beating expectations of $0.49; the company will present at the Morgan Stanley Tech, Media & Telecom Conference on March 2 and will match a $1,000 government contribution to specified children’s retirement accounts launching July 2026 - impact: Investor relations and community/consumer initiatives.

Fox Corporation President and Chief Operating Officer John Nallen sold a total of $26.5 million worth of Class A Common Stock over two days, executing multiple transactions on March 11 and March 12, 2026. Trade prices ranged between $57.67 and $58.32 per share. As of this report, the stock is trading at $52.02, roughly 10% below the prices at which Nallen's transactions were executed.

On March 11, Nallen disposed of 239,907 shares at a weighted average price of $57.73, producing proceeds of approximately $13,848,871. That same day he sold an additional 2,402 shares at a weighted average price of $58.32, totaling about $139,904. The following day, March 12, Nallen sold 212,253 shares at a weighted average price of $57.67, yielding roughly $12,241,688, and another block of 4,553 shares at a weighted average price of $58.08 for $264,438.

Concurrent with the sell transactions, Nallen exercised options to acquire a combined 459,115 shares of Class A Common Stock at exercise prices of $36.00 and $40.26. The aggregate value of those exercises was $17,756,511.

All of these trades were carried out pursuant to a pre-arranged Rule 10b5-1 trading plan that Nallen adopted on December 2, 2025. Following the completion of the trades and exercises, Nallen directly holds 383,066 shares of Fox Corp Class A Common Stock and indirectly holds an additional 95,508 shares through a trust.


Financial and corporate context

Fox Corporation recently reported second-quarter fiscal 2026 earnings of $0.82 per share, outpacing analysts' expectations of $0.49 per share. The company also plans to present at the Morgan Stanley Technology, Media & Telecom Conference on March 2, where CEO Lachlan Murdoch will deliver remarks. The presentation will be available via a live and archived webcast on the company investor relations website.

In a separate development, Fox announced it will match the U.S. government's $1,000 contribution to the "Trump Accounts" children's retirement savings program. The corporate match applies to accounts for children born between January 1, 2025 and December 31, 2028, and the initiative is scheduled to launch in July 2026. Under the federal program, the U.S. Treasury will deposit $1,000 into each qualifying account.


Valuation note

Analysts referenced in company materials indicate that Fox Corp continues to offer a noteworthy shareholder yield through dividends and share buybacks, and that the firm appears undervalued on a Fair Value assessment conducted by InvestingPro. Investors are directed to a more detailed Pro Research Report for expanded analysis.


Summary and perspective

The sequence of events - option exercises, sizable insider sales executed under a predetermined Rule 10b5-1 plan, and a recent quarter that beat EPS expectations - presents a mix of observable facts without direct attribution of motive. The trades were executed at prices materially above the current market by roughly 10%, and they were completed under a trading arrangement adopted in December 2025. The company continues to engage with investors and the public through conference participation and the announced matching program for the children's savings accounts.

Risks

  • Share price uncertainty - Fox Corp stock was trading at $52.02, approximately 10% below the prices at which Nallen sold shares, which introduces uncertainty about market valuation - sectors affected: Media and equities markets.
  • Interpretation limits due to pre-arranged plan - the insider sales were executed under a Rule 10b5-1 trading plan adopted December 2, 2025, which constrains conclusions about the timing or motive of the transactions - sectors affected: Corporate governance and investor relations.
  • Market reaction uncertainty - while the company reported an EPS beat, how investors will reconcile the recent insider selling, option exercises, and corporate initiatives remains uncertain - sectors affected: Media and investment community.

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